SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 469 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $243,000 | -11.0% | 3,340 | +100.0% | 0.03% | -6.2% |
| Q4 2021 | $273,000 | +10.5% | 1,670 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $247,000 | +1.2% | 1,670 | 0.0% | 0.03% | +3.2% |
| Q2 2021 | $244,000 | +12.4% | 1,670 | 0.0% | 0.03% | +3.3% |
| Q1 2021 | $217,000 | +1.4% | 1,670 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $214,000 | +11.5% | 1,670 | 0.0% | 0.03% | +3.4% |
| Q3 2020 | $192,000 | +12.9% | 1,670 | 0.0% | 0.03% | +7.4% |
| Q2 2020 | $170,000 | +27.8% | 1,670 | 0.0% | 0.03% | +8.0% |
| Q1 2020 | $133,000 | -14.2% | 1,670 | 0.0% | 0.02% | +4.2% |
| Q4 2019 | $155,000 | +10.7% | 1,670 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $140,000 | +0.7% | 1,670 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $139,000 | – | 1,670 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 41,138 | $28,356,000 | 27.57% |
| Marquette Asset Management, LLC | 875,363 | $60,339,000 | 23.22% |
| Reitz Capital Advisors LLC | 226,168 | $15,590,000 | 18.84% |
| Avantax Planning Partners, Inc. | 3,576,720 | $246,543,000 | 18.59% |
| Fund Evaluation Group, LLC | 935,445 | $64,480,000 | 16.07% |
| HHM Wealth Advisors, LLC | 247,885 | $17,087,000 | 12.52% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,182 | $20,002,000 | 12.14% |
| Krilogy Financial LLC | 555,820 | $38,313,000 | 10.56% |
| Harborview Advisors, LLC | 126,609 | $8,727,000 | 10.22% |
| Denver PWM, LLC | 185,867 | $14,035,000 | 10.06% |